TruNorth Capital Management, LLC: IBM position timeline

TruNorth Capital Management, LLC held 1,950 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 1,950 shares

   Change vs previous 13F +63 shares

   0.07% of the 13F portfolio, value $428,949.

   13F-HR 0002085853-26-001165 filed by TruNorth Capital Management, LLC
   Accepted 2026-10-14 12:50:34 UTC, ingested 2026-10-14 12:51:28 UTC

2. period ended2026-06-30

   13F 1,887 shares

   Change vs previous 13F +158 shares

   0.09% of the 13F portfolio, value $530,753.

   13F-HR 0002085853-26-000809 filed by TruNorth Capital Management, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 1,729 shares

   Change vs previous 13F -117 shares

   0.08% of the 13F portfolio, value $419,187.

   13F-HR 0002085853-26-000462 filed by TruNorth Capital Management, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 1,846 shares

   Change vs previous 13F +236 shares

   0.1% of the 13F portfolio, value $546,919.

   13F-HR 0002085853-26-000243 filed by TruNorth Capital Management, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 1,610 shares

   Change vs previous 13F +45 shares

   0.09% of the 13F portfolio, value $454,387.

   13F-HR 0001639695-25-000010 filed by TruNorth Capital Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 1,565 shares

   Change vs previous 13F 0 shares

   0.1% of the 13F portfolio, value $461,445.

   13F-HR 0001908158-25-000005 filed by TruNorth Capital Management, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 1,565 shares

   Change vs previous 13F 0 shares

   0.1% of the 13F portfolio, value $389,250.

   13F-HR 0001639695-25-000004 filed by TruNorth Capital Management, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 1,565 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $344,120.

   13F-HR 0001639695-25-000001 filed by TruNorth Capital Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).